+331.8%
ARKK vs BUD
-22.3%
+354.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.3% |
| 7D | -3.1% | -2.6% | -0.4% | -2.0% |
| 30D | +2.7% | -1.2% | +3.9% | +3.2% |
| 3M | +10.8% | -4.9% | +15.7% | +12.6% |
| 6M | +14.4% | +9.3% | +5.1% | +8.8% |
| YTD | +8.7% | +24.0% | -15.3% | -2.8% |
| 1Y | +6.7% | +34.5% | -27.8% | -8.4% |
| 3Y | +87.4% | +43.7% | +43.7% | +52.7% |
| 5Y | -29.5% | +46.0% | -75.5% | -43.2% |
| All | +331.8% | -22.3% | +354.1% | +284.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BUD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling